Our client is a highly respected US based financial services firm with an impressive track record and stable team. They are now seeking a highly efficient Investment Coordinator/Executive Assistant to provide advanced organizational and administrative support to their Portfolio Managers, Research Analysts and Support teams. The ideal candidate is experienced, has a strong work ethic, gains the trust of the team, possesses strong interpersonal skills, and speaks fluent English, Cantonese and Mandarin. This is a fantastic opportunity that will allow you to connect with industry leaders and professionals to further propel your career.
RESPONSIBILITIES
Provide overall administrative support to the Portfolio Managers and Investment team
Maintain and proactively manage multiple, busy calendars ensuring consistency and accuracy
Work closely and collaboratively with the Corporate Access team to arrange attendance for investment professionals at company meetings, conferences and business trips
Ensure that meeting attendance records for all Portfolio Managers are accurate and complete on the system
Arrange all logistics for meetings including meeting room bookings and any related catering
Coordinate the preparation, proofreading and distribution of PowerPoint presentations as needed
Organise frequent international travel itineraries that are subject to last minute changes
Assist in the timely preparation and submission of expense claims and reimbursements in line with company policy
Possess excellent telephone manner – professionally handle/direct calls for the Investment team and colleagues
Assist with the generation of various reports for the Investment Professionals as requested
Work effectively within a team and provide cover and assistance to colleagues
Handle any other related duties as assigned from time to time
Be familiar with and adhere to the firm’s Code of Ethics
REQUIREMENTS
Minimum of 5 years’ work experience in a similar role; Financial or Professional Services background would be preferable
Proven experience supporting busy and demanding executives
Solid experience of dealing with frequently changing travel plans
Proficiency in Microsoft Office suite (Excel, PowerPoint, Word, Outlook)
Outstanding interpersonal and communication skills; fluency in English, Cantonese and Mandarin
Hardworking and methodical with strong attention to detail
Ability to work autonomously and collaboratively – willing to help support/cover other team members
Exceptional prioritization and organizational skills
Ability to build and maintain relationships with both internal and external contacts at all levels
Job Code: SHM/12158
For further information, please kindly contact Shaleena Mulchandani or email your details across to sm@charlottefrank.com
Personal data collected will be used for recruitment purposes only
By applying for this position, you consent to the collection, use and disclosure of your personal data to Charlotte Frank Recruitment Ltd. and all relevant third parties for the purpose of processing your application for this job position. You understand and acknowledge that your personal data will be processed in accordance with our Privacy Policy https://www.charlottefrank.com/privacy-policy
Please note that only shortlisted candidates will be contacted
